CAISSE DES DEPOTS ET CONSIGNATIONS Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$2.4T

Holdings

193

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
HUMHUMANA INC
13,599$3.3B0.14%
102
SYFSYNCHRONY FINANCIAL
48,894$3.3B0.14%
103
MOHMOLINA HEALTHCARE INC
10,903$3.2B0.14%
104
DOCHEALTHPEAK PROPERTIES INC
185,277$3.2B0.14%
105
8CWCROWN CASTLE INC
28,654$2.9B0.12%
106
ORIOLD REP INTL CORP
75,768$2.9B0.12%
107
CBRECBRE GROUP INC
20,782$2.9B0.12%
108
CLCOLGATE PALMOLIVE CO
31,109$2.8B0.12%
109
OREALTY INCOME CORP
48,457$2.8B0.12%
110
BMYBRISTOL-MYERS SQUIBB CO
57,487$2.7B0.11%
111
BKNGBOOKING HOLDINGS INC
453$2.6B0.11%
112
AMATAPPLIED MATLS INC
13,913$2.5B0.11%
113
HEIHEICO CORP NEW
7,716$2.5B0.11%
114
APHAMPHENOL CORP NEW
24,465$2.4B0.10%
115
HSTHOST HOTELS & RESORTS INC
156,163$2.4B0.10%
116
AMTAMERICAN TOWER CORP NEW
10,433$2.3B0.10%
117
FTVFORTIVE CORP
43,242$2.3B0.09%
118
ALHCALIGNMENT HEALTHCARE INC
159,184$2.2B0.09%
119
LNCLINCOLN NATL CORP IND
60,624$2.1B0.09%
120
ABTABBOTT LABS
15,186$2.1B0.09%
121
DOWDOW INC
70,881$1.9B0.08%
122
PNRPENTAIR PLC
16,853$1.7B0.07%
123
HPEHEWLETT PACKARD ENTERPRISE C
84,186$1.7B0.07%
124
KELKELLANOVA
21,542$1.7B0.07%
125
SOFISOFI TECHNOLOGIES INC
88,216$1.6B0.07%
126
DVADAVITA INC
11,250$1.6B0.07%
127
WBAWALGREENS BOOTS ALLIANCE INC
129,805$1.5B0.06%
128
STTSTATE STR CORP
12,167$1.3B0.05%
129
ADTADT INC DEL
152,124$1.3B0.05%
130
TFCTRUIST FINL CORP
28,842$1.2B0.05%
131
WSMWILLIAMS SONOMA INC
7,584$1.2B0.05%
132
MMM3M CO
8,069$1.2B0.05%
133
RIVNRIVIAN AUTOMOTIVE INC
89,278$1.2B0.05%
134
PHMPULTE GROUP INC
11,342$1.2B0.05%
135
CNMCORE & MAIN INC
19,625$1.2B0.05%
136
HLTHILTON WORLDWIDE HLDGS INC
4,416$1.2B0.05%
137
FTNTFORTINET INC
10,866$1.1B0.05%
138
ITWILLINOIS TOOL WKS INC
4,622$1.1B0.05%
139
CWENCLEARWAY ENERGY INC
34,946$1.1B0.05%
140
LAURLAUREATE EDUCATION INC
46,592$1.1B0.05%
141
DISDISNEY WALT CO
8,701$1.1B0.05%
142
BHFBRIGHTHOUSE FINL INC
19,295$1.0B0.04%
143
IBPINSTALLED BLDG PRODS INC
5,403$974.3M0.04%
144
PLDPROLOGIS INC.
9,209$968.0M0.04%
145
ELVELEVANCE HEALTH INC
2,485$966.6M0.04%
146
WRBBERKLEY W R CORP
13,103$962.7M0.04%
147
USBUS BANCORP DEL
21,201$959.3M0.04%
148
FERGFERGUSON ENTERPRISES INC
4,038$879.3M0.04%
149
CDNSCADENCE DESIGN SYSTEM INC
2,805$864.4M0.04%
150
QCOMQUALCOMM INC
5,416$862.6M0.04%
151
ADMARCHER DANIELS MIDLAND CO
15,444$815.1M0.03%
152
DDDUPONT DE NEMOURS INC
11,818$810.6M0.03%
153
BCCBOISE CASCADE CO DEL
9,220$800.5M0.03%
154
PCGPG&E CORP
56,639$789.5M0.03%
155
EMREMERSON ELEC CO
5,871$782.8M0.03%
156
CMECME GROUP INC
2,833$780.8M0.03%
157
SIRISIRIUSXM HOLDINGS INC
32,483$746.1M0.03%
158
WTHWORTHINGTON ENTERPRISES INC
11,601$738.3M0.03%
159
ACGLARCH CAP GROUP LTD
7,980$726.6M0.03%
160
INTUINTUIT
891$701.8M0.03%
161
RALRALLIANT CORP
14,413$698.9M0.03%
162
STWDSTARWOOD PPTY TR INC
33,660$675.6M0.03%
163
IDXXIDEXX LABS INC
1,203$645.2M0.03%
164
BF/BBROWN FORMAN CORP
23,886$642.8M0.03%
165
DCIDONALDSON INC
9,181$636.7M0.03%
166
SBCSABRA HEALTH CARE REIT INC
33,391$615.7M0.03%
167
AMGNAMGEN INC
2,085$582.2M0.02%
168
CITHE CIGNA GROUP
1,757$580.8M0.02%
169
TRVTRAVELERS COMPANIES INC
2,091$559.4M0.02%
170
HROWHARROW INC
17,522$535.1M0.02%
171
37MMRC GLOBAL INC
38,745$531.2M0.02%
172
AFGAMERICAN FINL GROUP INC OHIO
4,035$509.3M0.02%
173
UNITUNITI GROUP INC
117,192$506.3M0.02%
174
TXNTEXAS INSTRS INC
2,418$502.0M0.02%
175
ABNBAIRBNB INC
3,686$487.8M0.02%
176
ODFLOLD DOMINION FREIGHT LINE IN
2,634$427.5M0.02%
177
LSTRLANDSTAR SYS INC
3,064$426.0M0.02%
178
LYBLYONDELLBASELL INDUSTRIES N
6,808$393.9M0.02%
179
7HPHP INC
15,707$384.2M0.02%
180
CXMSPRINKLR INC
44,386$375.5M0.02%
181
FFORD MTR CO
30,840$334.6M0.01%
182
VMCVULCAN MATLS CO
1,156$301.5M0.01%
183
ZTSZOETIS INC
1,771$276.2M0.01%
184
VFCV F CORP
22,417$263.4M0.01%
185
TRVCCITIGROUP INC
2,936$249.9M0.01%
186
PEPPEPSICO INC
1,683$222.2M0.01%
187
ALLYALLY FINL INC
5,704$222.2M0.01%
188
BXCBLUELINX HLDGS INC
2,864$213.0M0.01%
189
HQYHEALTHEQUITY INC
1,987$208.2M0.01%
190
CRCTCRICUT INC
24,965$169.0M0.01%
191
HPPHUDSON PAC PPTYS INC
61,086$167.4M0.01%
192
GMREUSDGLOBAL MED REIT INC
12,917$89.5M0.00%
193
AHHARMADA HOFFLER PPTYS INC
10,730$73.7M0.00%
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